+9.7%
AMZN vs MUU
+3,255.9%
-3,246.2%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +11.6% | -11.8% | -0.5% |
| 7D | -3.0% | +17.4% | -20.3% | -3.5% |
| 30D | -5.2% | +24.0% | -29.1% | -6.0% |
| 3M | +1.9% | -23.9% | +25.8% | +0.3% |
| 6M | +19.2% | +284.4% | -265.2% | +1.1% |
| YTD | +12.0% | +583.7% | -571.7% | -10.4% |
| 1Y | +9.7% | +2,981.5% | -2,971.8% | -16.7% |
| All | +9.7% | +3,255.9% | -3,246.2% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MUU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling